Green Bee Advisory

Green Bee Advisory 🐝 CFP®, EA, CAIA helping high-earning executives, entrepreneurs, and families build, preserve, and transfer wealth. Boston + nationwide.

Tax-smart investing, retirement, and financial planning. • Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.



• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/15/2026

If you’re a high net worth family, do not wait to gift your kids money. There are great options available. But pay attention and don’t skip out on tax reporting. Thanks, for chatting and sharing.

06/04/2026

Don’t miss important deductions if you’ve retired from your corporate job and now have self-employment income. Thank you, for chatting about this. Spread the word and don’t miss out on your potential tax deductions!

04/27/2026

Do you know what is in your retirement war chest? We have great bespoke planning solutions.

3 Social Security Myths Many Retirees Still Believe — And Their True Financial Impact on your long-term wealth strategy....
02/28/2026

3 Social Security Myths Many Retirees Still Believe — And Their True Financial Impact on your long-term wealth strategy.

We always recommend working with an advisor several years BEFORE considering retiring or claiming your Social Security Income.

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📲 your consult today (link in bio).

High earners are falling into this $1.7 billion trap with their IRAs. We see this with investors who prefer to be Do It ...
02/26/2026

High earners are falling into this $1.7 billion trap with their IRAs.

We see this with investors who prefer to be Do It Yourselfers.

In our opinion, that is a bad decision.

We assist our clients in meeting all deadlines in a tax-efficient manner.

📲 Schedule time to chat today.

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02/26/2026

Do you feel prepared for ? and I chatted about this topic. If you’re not on track - keep working, saving and investing!

02/23/2026

Discover How a Minor Adjustment Before 65 Can Maximize Your Social Security Benefits

Exciting 401(k) updates are on the horizon for 2026 — one change is set to be especially significant for high earners, a...
02/20/2026

Exciting 401(k) updates are on the horizon for 2026 — one change is set to be especially significant for high earners, according to CFP insights.

Semi-Retirement as a Pathway to Financial Independence - is such a great option -for so many reasons!
02/18/2026

Semi-Retirement as a Pathway to Financial Independence - is such a great option -for so many reasons!

02/17/2026

Ever wondered what tax specialists discuss with their wealthy clients? Check out some tips for

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